Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Continuing Education for CFP® Professionals

Meet your requirement with a variety of Instructor-led training options.

The financial planning career path continues to grow (41% by 2016, according to Money Magazine and, and the Certified Financial Planner™ (CFP®) designation represents the most well-respected and rigorous certification in this field. To maintain this credential once it has been earned, CFP® professionals must complete 30 hours of CFP® Board-approved continuing education every two years. As an approved CE provider, Surgent offers a variety of CFP®-approved live seminars and live webinars to meet this requirement.

With Surgent’s live webinars, it’s never been easier for CFP® professionals to meet their mandatory continuing education requirement. All webinars feature presentations by Surgent’s top instructors and the opportunity for attendees to participate in live Q&A via chat. There’s no need to leave your desk, and no exam is required—simply respond to attendance checks throughout the course. From Surgent’s extensive calendar, a variety of CFP® Board-approved courses are available at a wide selection of dates and times to suit your busy lifestyle.

Learn More 

Surgent offers hundreds of live seminar dates for CFP® professionals each year, covering dozens of CFP® Board-approved topics. Courses range from 4-8 hours and most are sponsored by state societies of CPAs across the country. Or, bring Surgent’s tax and financial planning experts directly to your business with in-firm training—all CFP®-approved courses also qualify for CPE credit for CPAs.

Find CFP®-Approved Courses

Why limit yourself? Try Surgent’s Unlimited Webinar Package, our best value for CFP® professionals. Get full 2015 access to all Surgent webinars, including over 25 CFP®-approved topics, each offered on a variety of dates and times to best suit your busy lifestyle. Plus, if you are also a CPA, you can choose from any of the hundreds of webinars on Surgent’s calendar to meet your CPE requirement—no limits and no exclusions!

Learn More 
QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.